EverSource Wealth Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Buy |
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|
2025
Q1 | $69.8K | Buy |
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|
2024
Q4 | $65.3K | Buy |
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|
2024
Q3 | $28.1K | Sell |
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|
2024
Q2 | $39.9K | Sell |
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|
2024
Q1 | $39.4K | Buy |
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|
2023
Q4 | $43.9K | Buy |
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|
2023
Q3 | $12.7K | Sell |
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|
2023
Q2 | $48.6K | Buy |
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|
2023
Q1 | $28.7K | Sell |
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|
2022
Q4 | $33.2K | Buy |
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|
2022
Q3 | $11K | Sell |
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|
2022
Q2 | $75K | Buy |
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|
2022
Q1 | $14K | Buy |
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|
2021
Q4 | $12K | Buy |
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